cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Highlighted
AwfullHawfull Frequent Visitor
Frequent Visitor

Newbie needs help combining monthly sales columns

Help Please, I am trying to create a total monthly sales for the company. Currently the sales are broken down on different excel spread sheets by department, and then I have seperate columns for mm/yy and that sales entry. There are multiple sales entries per month

for example dept A spreadsheet

month     item  sales $

Dec-18xs$18.00
Dec-18xd$12.00
Dec-18xs$18.00
Jan-19xd$12.00
Jan-19xd$12.00
Jan-19xc$5.00
Jan-19xc$5.00
Jan-19xs$18.00
Jan-19xc$5.00
Feb-19xc$5.00
Feb-19xc$5.00
Feb-19xs$18.00
Feb-19xs$18.00
Feb-19xc$5.00
Feb-19xc$5.00
Mar-19xx$25.00
Mar-19xs$18.00
Mar-19xc$5.00

 

department b spreadsheet

month     item  sales $

Dec-18jk$15.00
Dec-18we$10.00
Jan-19jk$15.00
Jan-19xc$5.00
Jan-19xc$5.00
Jan-19jk$15.00
Jan-19xc$5.00
Jan-19xc$5.00
Feb-19xc$5.00
Feb-19jk$15.00
Feb-19jk$15.00
Feb-19xc$5.00
Feb-19xc$5.00
Feb-19xx$25.00
Mar-19jk$15.00
Mar-19xc$5.00
Mar-19we$10.00
Mar-19we$10.00

 

the totals I need are total by month for the combined charts

like this

Dec-19 $63.00
Jan-19 $102.00
Feb-19 $126.00
Mar-19 $88.00

so I can make a dashboard visual of the entire companies sales by month.    Thank you for any help you can give.

1 ACCEPTED SOLUTION

Accepted Solutions
Super User
Super User

Re: Newbie needs help combining monthly sales columns

Hi @AwfullHawfull ,

 

First of all you need to create a single table with all the spreadsheets you have. If the spreadsheets are on the same file follow this link to get them into a single table if youhave more than one file follow this other link although is for Power Query it's the same steps on PBI.

 

Them just use the unique table to make your visuals.

 

Regards,

MFelix



Did I answer your question? Mark my post as a solution!

Proud to be a Datanaut!




3 REPLIES 3
Super User
Super User

Re: Newbie needs help combining monthly sales columns

Hi @AwfullHawfull ,

 

First of all you need to create a single table with all the spreadsheets you have. If the spreadsheets are on the same file follow this link to get them into a single table if youhave more than one file follow this other link although is for Power Query it's the same steps on PBI.

 

Them just use the unique table to make your visuals.

 

Regards,

MFelix



Did I answer your question? Mark my post as a solution!

Proud to be a Datanaut!




AwfullHawfull Frequent Visitor
Frequent Visitor

Re: Newbie needs help combining monthly sales columns

THANK YOU, this worked and I have what I need.  Now I am trying to figure out how to autorefresh the new form. 

 


@MFelix wrote:

Hi @AwfullHawfull ,

 

First of all you need to create a single table with all the spreadsheets you have. If the spreadsheets are on the same file follow this link to get them into a single table if youhave more than one file follow this other link although is for Power Query it's the same steps on PBI.

 

Them just use the unique table to make your visuals.

 

Regards,

MFelix



@MFelix wrote:

Hi @AwfullHawfull ,

 

First of all you need to create a single table with all the spreadsheets you have. If the spreadsheets are on the same file follow this link to get them into a single table if youhave more than one file follow this other link although is for Power Query it's the same steps on PBI.

 

Them just use the unique table to make your visuals.

 

Regards,

MFelix


 

Super User
Super User

Re: Newbie needs help combining monthly sales columns

Hi @AwfullHawfull ,

 

What do you mean with " autorefresh the new form. "

 

Regards,

MFelix



Did I answer your question? Mark my post as a solution!

Proud to be a Datanaut!